Fore! Trust Software

2 reviews

Fore! Trust Software was a comprehensive estate planning solution designed to assist legal professionals in creating customized estate planning documents. It provided a user-friendly interface with point-and-click menus and prompts, enabling the efficient generation of documents such as wills, trusts, and powers of attorney. In August 2023, Fore! Trust Software transitioned its offerings to a cloud-based platform, ADAPT, which continues to deliver the same high-quality legal templates and logic. Key Features and Functionality: - Automated Document Generation: Utilized state-specific templates and logic to produce accurate estate planning documents. - User-Friendly Interface: Offered intuitive point-and-click menus for seamless document creation. - Cloud-Based Accessibility: Through ADAPT, users can access the platform from any computer, enhancing flexibility and convenience. - Enhanced Automation: Introduced new automated documents to further streamline the document preparation process. - Client Relationship Management Features: Included tools for managing client information and interactions effectively. - Practice Activity Reports: Provided insights into practice activities to aid in business management. - Interactive Online Client Questionnaire: Offered an online questionnaire to enhance client engagement and ensure accuracy in data collection. Primary Value and User Solutions: Fore! Trust Software, now integrated into ADAPT, addresses the needs of estate planning professionals by automating and simplifying the document drafting process. The platform's cloud-based nature ensures accessibility from any location, promoting flexibility in practice management. The inclusion of CRM features and practice activity reports aids in efficient client management and business oversight. The interactive client questionnaire enhances client engagement and data accuracy, ultimately improving the overall estate planning experience for both professionals and their clients.